Aspire Wealth Management’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $1.27K | Sell |
24
-1
| -4% | -$53 | ﹤0.01% | 185 |
|
2024
Q2 | $1.29K | Sell |
25
-216
| -90% | -$11.1K | ﹤0.01% | 168 |
|
2024
Q1 | $12.4K | Sell |
241
-10
| -4% | -$514 | 0.01% | 158 |
|
2023
Q4 | $12.9K | Buy |
251
+3
| +1% | +$154 | 0.01% | 151 |
|
2023
Q3 | $12.4K | Buy |
248
+2
| +0.8% | +$100 | 0.01% | 150 |
|
2023
Q2 | $12.3K | Buy |
246
+1
| +0.4% | +$50 | 0.01% | 158 |
|
2023
Q1 | $12.4K | Sell |
245
-237
| -49% | -$12K | 0.01% | 155 |
|
2022
Q4 | $24K | Sell |
482
-33
| -6% | -$1.64K | 0.02% | 140 |
|
2022
Q3 | $25K | Buy |
515
+2
| +0.4% | +$97 | 0.02% | 130 |
|
2022
Q2 | $26K | Sell |
513
-448
| -47% | -$22.7K | 0.02% | 132 |
|
2022
Q1 | $50K | Sell |
961
-1,579
| -62% | -$82.2K | 0.04% | 120 |
|
2021
Q4 | $137K | Buy |
+2,540
| New | +$137K | 0.11% | 97 |
|